Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 644,421 shares of SPYV stock, worth $33.9 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
644,421
Previous 454,556
41.77%
Holding current value
$33.9 Million
Previous $24.2 Billion
34.34%
% of portfolio
2.53%
Previous 2.33%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,074Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$850 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio